Other · DOL Form 5500 · 2023

Wells College Retirement Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
102
Participants Small participant base
84th
Percentile by assets National rank
$445,412
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Wells College Tax Deferred Retirement Plan · Sponsored by Wells College · New York · Educational Services

$45M in assets, 102 participants

Wells College's Wells College Tax Deferred Retirement Plan reported $45M in total assets and 102 participants in its 2023 DOL Form 5500 filing, ranking in the 84th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #2,709 in Educational Services (3,735 peers)

Coverage in New York

Wells College Tax Deferred Retirement Plan covers 102 participants in New York, about 13% of the average New York filer (state average ~798 per filing). Assets: $45M.

#2,709
in Educational Services (3,735 peers)
+6.4%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Wells College Tax Deferred Retirement Plan's outsized position by total assets

Wells College Tax Deferred Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$45,432,014 Top 16% higher than 84% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Wells College Tax Deferred Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wells College Tax Deferred Retirement Plan sits mid-pack in the medium band (102 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wells College Tax Deferred Retirement Plan reported net income rose from -$7M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Wells College Tax Deferred Retirement Plan end-of-year assets rose from $43M in the plan year 2022 filing to $45M in the plan year 2023 filing.
  • Wells College Tax Deferred Retirement Plan reported participants rose from 98 in the plan year 2022 filing to 102 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 150532276 · Wells College PY 2023 · Other

Wells College Tax Deferred Retirement Plan · $45M · 102 · 84th

  • IND $45M
  • EOY 102
  • 5500 84th
  • ASSETS Other
  • PCT near University of Charleston Retirement Plan
  • EIN ind #2709

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Educational Services retirement plans → · Plans in New York →

Wells College Tax Deferred Retirement Plan in the asset neighbourhood

Bethune-Cookman University Retirement PlanBethune-Cookman University R…$46MBeaver Country Day Defined Contribution and Tax Deferred Annuity Retirement PlanBeaver Country Day Defined C…$46MUniversity of Charleston Retirement PlanUniversity of Charleston Ret…$45MWells College Tax Deferred Retirement PlanWells College Tax Deferred R…$45MArcadia Retirement Residence 403(b) PlanArcadia Retirement Residence…$45M
End-of-year total assets ($M) among Wells College Tax Deferred Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$45M
Net Income$3M
Employer EIN150532276
Plan Effective Date1978-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wells College)

Sponsor-wide plan assets over time

All Wells College plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$20M$40M$60M 202220232024 $42.7M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 98 $43M
2023 1 102 $45M
2024 1 107 N/A

Nearby Other Plans in New York

Peer Other plans, same state, same plan type, ranked by total assets.

Wells College Tax Deferred Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Wells College Tax Deferred Retirement Plan, Total assets ($B): 0.045432014 · Participants: 102Wells College Tax Deferred Retirement PlanNorthwell Health 403(b) Plan, Total assets ($B): 9.888143307 · Participants: 48676Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 8.498597037 · Participants: 30241The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 7.214339559 · Participants: 28970University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 5.59380214 · Participants: 22855Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.026291682 · Participants: 14407Retirement Plan for Officers of Columbia University
Wells College Tax Deferred Retirement Plan vs. nearby Other plans in New York, assets vs. participants
Compare Wells College Tax Deferred Retirement Plan side-by-side with 3 peers →

Wells College Tax Deferred Retirement Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is University of Charleston Retirement Plan in WV ($45M); by covered participants it is District 7 Hrdc Retirement Plan in MT (102 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (102 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Wells College Tax Deferred Retirement Plan assets move in 2023? ▼
Wells College Tax Deferred Retirement Plan grew at a solid clip - up 6.4% during 2023, from $43M to $45M. Reported net income was $3M.
Where does Wells College Tax Deferred Retirement Plan rank by assets among Form 5500 filers? ▼
Wells College Tax Deferred Retirement Plan ranks in the 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Wells College Tax Deferred Retirement Plan? ▼
Among Other plans in other states, the closest by assets is University of Charleston Retirement Plan in WV ($45M, 274 participants).
Which Other plans cover a similar participant headcount to Wells College Tax Deferred Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is District 7 Hrdc Retirement Plan in MT (102 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 150532276.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.